+136,006.1%
UNH vs USB
+8,537.0%
+127,469.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +1.1% | +1.4% | -0.4% | +0.7% |
| 30D | -3.8% | -1.3% | -2.5% | -3.5% |
| 3M | +0.7% | +15.2% | -14.5% | -2.8% |
| 6M | +37.9% | +18.8% | +19.0% | +31.8% |
| YTD | +21.9% | +21.0% | +0.9% | +15.8% |
| 1Y | +31.4% | +34.0% | -2.6% | +21.6% |
| 3Y | -11.4% | +95.3% | -106.7% | -26.9% |
| 5Y | +2.5% | +40.4% | -37.8% | -10.2% |
| 10Y | +242.9% | +107.3% | +135.5% | +164.2% |
| All | +136,006.1% | +8,537.0% | +127,469.1% | +49,526.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded USB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling